Learn to create and customize forms for collecting customer information and processing payments seamlessly.
This video covers everything from integrating with HubSpot or DepositFix for customer data collection to adding products directly to your forms, offering both mandatory and optional items for a tailored shopping experience.
We delve into enabling quantity adjustments, applying discount codes, and configuring tax settings with automatic calculations.
Plus, explore payment method options and finalize your form with customization tips. Whether embedding the form on your website or sharing via a direct link, DepositFix simplifies the payment process, making it efficient for both you and your customers.
Discover the hidden automation potential in your payment, billing and invoicing workflows. Talk to our experts for a free assessment!